PreludeSys

Customer Success Manager

PreludeSys Irvine, CA
PreludeSys

Customer Success Manager

PreludeSys Irvine, CA
1 month ago
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Role Description

We are seeking a dynamic and results-oriented Customer Service Manager with extensive experience in the Salesforce ecosystem. This individual will be part of a thriving Salesforce Business / Project Management practice and work with customers in different geographies who consume our services. This role will allow you to become the go-to person for Salesforce solutions and services for the customers.

In this role you will split your time between Practice Management (20%), Project Delivery (20%), Customer Success Management (40%) and Account Management (20%).

Qualifications

  • Experience in SFDC platform with Strong Business Analyst / Project Management.
  • Experience with Salesforce Technical Development will be an added advantage.
  • Work closely with the customer stakeholders to understand business needs
  • Translate business requirements to system requirements
  • Create user stories and acceptance criteria in JIRA
  • Work closely with the delivery team and make sure the delivery team understands the user stories
  • Be involved in System Testing and User Acceptance Testing (UAT) and ensure that the development is as per the user stories.
  • Knowledge in enterprise-wide processes, systems and methodologies
  • Experience with Agile delivery methods is desired
  • A demonstrable track record of successful CRM design, planning and implementation of Salesforce is a critical requirement for this position.
  • Experience defining Salesforce optimization strategies
  • Familiar with standard methodologies (Marketing/Sales/Service Cloud, Lightning Connect)
  • Interpret customer business needs and translate them into application and operational requirements
  • Ability to apply general organizational knowledge of the business and systems processes in problem analysis is required
  • Excellent consulting, communication, written and presentation skills.
  • Comfortable in a fast-paced, high-pressure, rapidly evolving entrepreneurial environment.
  • Ability to successfully engage in multiple initiatives simultaneously is required.

Skill Set

  • Customer service minded
  • Solutions oriented with good problem-solving skills
  • Results driven
  • Attention to detail
  • Proactive and take initiative
  • Hands on approach

Certification

  • Salesforce Administration Certification is must
  • Any Certification related to Business Analyst or Project Associate
  • Any Certification related to Project Management, CSM, CSPO, and Agilist

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Other

  • Industries

    IT Services and IT Consulting

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